Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,570 | $136,860-60.9% | $120,344-55.5% | $154,746-65.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 21.29% | 21.38%-0.1pp | 20.30%+1.0pp | 172.34%-151.0pp |
| Employer contribution / active EE | $14,631 | $3,533+314.1% | $3,020+384.4% | $4,379+234.1% |
| Participant deferral / active EE | $2,193 | $5,793-62.2% | $5,135-57.3% | $6,730-67.4% |
| Admin fee / account holder | $2,659 | $15,393-82.7% | $12,742-79.1% | $14,365-81.5% |